My Investing Muse

After I got into investing, I started to research various investing gurus. It is no surprise that I found myself attracted to value investors like Warren Buffett, Charlie Munger, Li Lu, Mohnish Pabrai, Guy Spier and Nick Sleep. I have also read up on Chamath Palihapitiya and Ray Dalio. Over time, I saw the success of their investments and started to follow their investments, learning their investing philosophies along the way. We  should not be following the investors blindly  just because they are successful.  We need to find an investing strategy that fit our goals, our personality, our investment time horizon and risk-reward ratio . If we are willing to research before we buy our mobile phone, car or homes, let us be willing to do the necessary research coming to investments. With managed risks, we would be able to invest with better confidence. 4. Dataroma.com Dataroma is a website that tracks the 13F filings of the top 73 super investors. <From Investopedia> Th...

As part of my qualification of companies, I will use www.Quickfs.net to   obtain 10 years overview , income statement, balance sheet, cash flow statement and key ratios. This is to   supplement Yahoo Finance that only provide financial data for the last 4-5 years . In general, I am looking for an uptrend and I can “accept” 1 or 2 years of “less than adequate” performance. More importantly, a good company should demonstrate that they can cope with bad times like the Covid 2020 hit 2020-2021 where we should   expect   quicker than average recovery. 3. Quickfs.net My favourite screen is actually the “overview” page - which shows key ratios (P/E, P/B, P/S), 10-year median returns, margins, 10-year CAGR, key financial info over the last 10 years. In a quick glance, I would be able to get good key information about the business. Revenue and EPS are good guides about the business but these do not provide enough details into the businesses. The details are needful so that we...

  Here is another website that I use: 2. Investing.com I have set up a (free) account with investing.com. There are some similarities with Yahoo Finance but I love the following features: Economic Calendar - that I can customize by country and also importance (1 to 3 stars). On top of economic calendars, they offer a pleasant layout of holiday calendars, earnings calendars, dividend calendars and more. Favourite feature - Technical analysis The technical analysis provided by investing.com is one of my favourites. Using  $Tesla Motors(TSLA)$  (1 Day period)  as an example, this technical analysis is a good and easy way cause they have included the common indicators used by most. Thank the colour coding of green for buy and red for sell, it is easy to catch in one glance how we can take action. the other feature I love is that they have identified the support and resistance using classic and  Fibonacci. As we can see, Tesla receives strong recommendations to buy a...

  For a passive (value) investor, I use a few websites for my investment and research. First, I look into the  fundamentals of the different companies  that I plan to invest in. I have set myself a rule -  to at least go through their recent financials  (annual performance of their income statement, balance sheet and free cash flow) before I invest. If the company shows good fundamentals, I will deep dive further into its annual and quarterly earnings. 1. Yahoo Finance The one that I used the most is the ( free )  Yahoo Finance : This is a good summary view from Yahoo Finance where I obtain average volume, PE ratio (TTM), EPS (TTM), Beta, Earnings Date, Dividend & ex-Dividend date. These are good ratios that provide a good “macro” view of the business.  Details determine destiny  - we should go on into more details so that we have better confidence in the decisions we make. All these form part of our risk management.  If you cannot explai...